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Tax Free Savings

In conjunction with True Potential, Apex CB Financial Planning is able to offer some truly innovative savings technology.

impulseSave® is our first-of-its-kind technology that helps you add money to your investments in an instant. We believe that impulseSave® can change your habits and the way you invest your money for the better.

Our mission with impulseSave® is simple – turn spenders into savers.

You already use your computer, tablet or smartphone to buy music, groceries and even find your next home – impulseSave® brings that modern way of thinking to investments.

While you are posted overseas, why not use the additional pay to secure your future? As long as you have internet access you can impulseSave®, from as little as £1.

By empowering you to set financial goals, regularly review your investments against those goals and top-up easily and quickly to close any gap, we’re helping you form the habits of a long-term investor. Reaching your goals has never been easier.

How impulseSave® works

impulseSave® is directly linked to our goals-based approach to saving and investing that allows our clients to always have sight of their financial goal and any gap that develops to that goal. With the click of a button or the tap of a smartphone, you can bridge that gap and get back on track.

At the heart of impulseSave® is technology that enables you to top-up your investments whenever and wherever you want. impulseSave® ties in to our goal-first approach to saving, because we believe that when you have a reason to save, you’re more likely to reach your goal.

Who can use impulseSave®?

Once you have set up an ISA, General Investment Account, or pension with as little as £50, you can impulseSave.

You can then top-up your existing Individual Savings Accounts (ISAs), TPI Pension and General Investment Accounts (GIAs) at the touch of a button, with as little as £1, wherever and whenever you want.

Using our platform, you can track your progress 24/7 online through your personal client site or via a range of apps, wherever you are in the world. If you find a gap between your savings and your goal, you can use impulseSave® to top-up your account and close the gap.

With a minimum impulseSave® of just £1, we’ve made investing quick, easy and fun.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

 

Testimonials

“As a serving Royal Marine a former work colleague introduced me to Apex CB Financial Planning Ltd a couple of years ago. Since the introduction I have used Apex CB …

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“My wife and I have used Chris for a considerable number of years to provide financial expertise which has been extremely accurate, trustworthy and useful in our financial planning. I …

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“Chris has consistently added value to the client relationship when I have introduced him. He has a good manner with the clients, reassuring the nervous and speaking on equal terms …

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“I have been using Apex CB financial planning for a number of years now and have always been impressed with the service provided and the recommendations made. One specific example …

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“It is always reassuring and comforting to receive comprehensive and professional advice regarding ones savings and investing plans for the future. These sentiments have been developed during my association with …

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“I completed my service with the Royal Navy in 2009 and was in receipt of my end of services gratuity and pension. Chris was recommended as a financial adviser with …

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“Chris Ryan has advised me over the years on various financial aspects, I have found his knowledge on investments, pensions and other financial matter to be very customer focused. His …

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My wife and I have enjoyed the financial expertise of Chris Ryan for the last ten years. We have found Chris to be a thoroughly professional advisor who takes pride …

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